DocuSign in e-Builder
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Modified on: Wed, Oct 7, 2020 at 1:00 PM
- Select Sign or Attest from the drop-down menu
- Click the Take Action button.
- You will then need to Sign Document(s). Click the link: Click here to review and sign the document(s). Watch the video if you have any questions regarding the signing process. A separate window will open to Docusign. Do not close the e-Builder window.
- If you this is your first time in Docusign, click the checkbox “I agree to use electronic records and signatures” and then click Continue.
- After reviewing documents, click Signature in the left hand navigation and click on the area to be signed.
- If you this is your first time in Docusign, a new window will pop up to Adopt Your Signature. Type your Full Name and Initials in the appropriate fields. Click Adopt and Sign.
- Your approved signature will appear on the documents. Click on Date Signed in the left hand navigation if you need to input the date next to your signature.
- Once you have signed and dated the document, click the Finish button which appears at the top or bottom of the document.
- Go back to the e-Builder if it doesn’t automatically pop-up and click Continue.
- The documents are now signed and will move to the next step in the process. For contract documents, you will be asked to select a person from your company to attest the document. Please review the instructions below.
Attesting a Document
- After signing the document, another window will open and you must select another member of your company from the left-hand column, Available Users, and move them to the right-hand column, Selected Users, using the right-facing arrow.
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